A Look at Qualcomm's Valuation Following Major AI Expansion and Saudi AI Systems Deal

Simply Wall St.

2025/11/01

QUALCOMM (QCOM) has announced a major move into AI infrastructure with the unveiling of its AI200 and AI250 chips. A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI ...

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A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/a-look-at-qualcomms-valuation-following-major-ai-expansion-a\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look at Qualcomm's Valuation Following Major AI Expansion and Saudi AI Systems Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look at Qualcomm's Valuation Following Major AI Expansion and Saudi AI Systems Deal\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2025-11-01 12:49</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>QUALCOMM (QCOM) has announced a major move into AI infrastructure with the unveiling of its AI200 and AI250 chips. A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/a-look-at-qualcomms-valuation-following-major-ai-expansion-a\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/a-look-at-qualcomms-valuation-following-major-ai-expansion-a\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BVYPNQ40.USD","symbol_name":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/a-look-at-qualcomms-valuation-following-major-ai-expansion-a","article_id":"2580423629","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/33493-main-header/1756210172198"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/a-look-at-qualcomms-valuation-following-major-ai-expansion-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580423629","pubTimestamp":1761972592,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"QUALCOMM (QCOM) has announced a major move into AI infrastructure with the unveiling of its AI200 and AI250 chips. A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI systems to Saudi Arabia starting in 2026.\nSee our latest analysis for QUALCOMM.\nQUALCOMM's push into large-scale AI infrastructure has sparked strong momentum in its shares, with a 1-day share price return of 2% and a 22% gain over the past 90 days. The enthusiasm has carried into the bigger picture,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4575":"芯片概念","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","BK4587":"ChatGPT概念","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4528":"SaaS概念","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","BK4141":"半导体产品","BK4515":"5G概念","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","AI":"C3.ai, Inc.","BK4579":"人工智能","BK4588":"碎股","BK4605":"半导体精选","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","QCOM":"高通","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4573":"虚拟现实","BK4023":"应用软件","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4561":"索罗斯持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4604":"机器人概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4532":"文艺复兴科技持仓","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4512":"苹果概念","BK4543":"AI","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4527":"明星科技股","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念"},"translate_title":"人工智能大规模扩张和沙特人工智能系统交易后高通的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.9,"QCOM":1.5},"content_text":"QUALCOMM (QCOM) has announced a major move into AI infrastructure with the unveiling of its AI200 and AI250 chips. A high-profile collaboration with HUMAIN will bring 200 megawatts of Qualcomm AI systems to Saudi Arabia starting in 2026. See our latest analysis for QUALCOMM. QUALCOMM's push into large-scale AI infrastructure has sparked strong momentum in its shares, with a 1-day share price return of 2% and a 22% gain over the past 90 days. The enthusiasm has carried into the bigger picture, as the company boasts a robust 12% total shareholder return over the last year and an impressive 82% for the past three years. This trend signals that investor confidence in QUALCOMM's long-term growth is building as its AI ambitions take center stage. Curious what other innovators are tapping into the AI wave? Browse our Tech & AI Growth Screener to see the full list of standouts: See the full list for free. With QUALCOMM stock near record highs and optimism swirling around its AI-driven expansion, the key question for investors now is whether Wall Street has already accounted for this growth or if an attractive entry point still exists. AdvertisementMost Popular Narrative: 0.7% Overvalued QUALCOMM closed at $180.90, which is just above the most closely followed narrative's fair value estimate of $179.67. This razor-thin gap puts extra focus on the evidence and assumptions driving that projection.  Bullish analysts highlight growing demand for Qualcomm's AI accelerators and rack-scale solutions, which are now being deployed in large-scale projects set to generate significant revenue. Momentum in emerging markets, such as advanced driver-assistance systems, robotics, and industrial automation, is viewed as a catalyst for Qualcomm's long-term growth prospects, especially from fiscal year 2027 onward.  Read the complete narrative. Want to know what market trends fuel this razor-close valuation call? The foundation of the narrative is surprisingly ambitious growth in next-generation technologies, paired with earnings assumptions that could shake up Wall Street expectations. The price target hides a unique blend of optimism and caution. Which daring forecast tips the scales? Read on for all the numbers and logic behind this fair value calculation. Result: Fair Value of $179.67 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, rising competition from industry giants and unpredictable geopolitical tensions could quickly challenge QUALCOMM's growth story and change sentiment on future earnings. Find out about the key risks to this QUALCOMM narrative. Another View: What Does the SWS DCF Model Indicate? Switching perspectives, the Simply Wall St DCF model points to a fair value estimate of $213.79 for QUALCOMM, which is well above current trading levels. This suggests shares may actually be undervalued by about 15% if you trust this cash flow outlook. Could market caution be masking real opportunity, or is the DCF model overlooking risks the market sees? Look into how the SWS DCF model arrives at its fair value. QCOM Discounted Cash Flow as at Nov 2025 Build Your Own QUALCOMM Narrative If the current narrative does not reflect your view or you want to dig into the data yourself, you can shape your own perspective in just a few minutes. Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding QUALCOMM. Looking for More Investment Ideas? Don’t limit yourself to one opportunity. Smart investing means staying nimble. See what else could be waiting if you broaden your search for great potential.  Start earning while you hold by finding steady income opportunities through these 22 dividend stocks with yields > 3% with yields above 3% that can bolster your portfolio. Target the growth stories everyone is buzzing about by spotting game-changers using these 26 AI penny stocks in the booming artificial intelligence landscape. Get ahead of the next tech leap by tapping into the power of these 28 quantum computing stocks, featuring tomorrow’s quantum computing leaders.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if QUALCOMM might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}